Healthcare Practice Email & Document Management
The Challenge
Medical practice receiving 200+ emails daily with patient documents, insurance forms, and lab results. Staff spent 3+ hours daily manually sorting emails and saving attachments to correct patient folders.
Our Solution
Implemented Outlook rules and PowerShell scripts to automatically sort emails by sender and content, save attachments to patient-specific folders with HIPAA-compliant naming, and create daily processing reports.
Before vs After
Before Automation
Manual email sorting taking 15+ hours weekly, frequent misfiled documents, delayed patient responses
After Automation
Automated email processing, perfect filing accuracy, 40% faster patient response times
Key Performance Metrics
What You Receive
Every automation project includes comprehensive deliverables to ensure you can maintain and understand your new automated processes.
Sample Deliverable Structure
Business Impact
Improved patient care response time by 40% and eliminated document filing errors
“The email automation has transformed our office workflow. We no longer lose patient documents, and our staff can focus on patient care instead of email management. Response times have improved dramatically.”